Barber Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $298K | Buy |
3,910
+92
| +2% | +$7.01K | 0.05% | 105 |
|
2022
Q4 | $287K | Sell |
3,818
-480
| -11% | -$36.1K | 0.08% | 104 |
|
2022
Q3 | $319K | Sell |
4,298
-540
| -11% | -$40.1K | 0.09% | 95 |
|
2022
Q2 | $369K | Buy |
4,838
+1,347
| +39% | +$103K | 0.06% | 89 |
|
2022
Q1 | $273K | Buy |
3,491
+73
| +2% | +$5.71K | 0.04% | 122 |
|
2021
Q4 | $278K | Hold |
3,418
| – | – | 0.03% | 136 |
|
2021
Q3 | $282K | Buy |
+3,418
| New | +$282K | 0.04% | 131 |
|
2018
Q3 | – | Sell |
-3,062
| Closed | -$239K | – | 144 |
|
2018
Q2 | $239K | Sell |
3,062
-1,829
| -37% | -$143K | 0.07% | 103 |
|
2018
Q1 | $384K | Sell |
4,891
-70
| -1% | -$5.5K | 0.1% | 87 |
|
2017
Q4 | $393K | Buy |
4,961
+134
| +3% | +$10.6K | 0.1% | 80 |
|
2017
Q3 | $387K | Buy |
4,827
+282
| +6% | +$22.6K | 0.11% | 68 |
|
2017
Q2 | $364K | Buy |
4,545
+1,926
| +74% | +$154K | 0.12% | 53 |
|
2017
Q1 | $209K | Buy |
+2,619
| New | +$209K | 0.07% | 78 |
|